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ArcelorMittal Maintains Strategic Thrust On Automotive Steel With Announcement Of Indian MoU

by Trefis Team
ArcelorMittal (NYSE:MT), the world’s largest steel producer, recently announced the signing of a Memorandum of Understanding (MoU) with Steel Authority of India Limited (SAIL), India’s largest steel producer, for the setting up of an automo...
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What If Electronic Arts & Activision Develop Skill-Based Games For Las Vegas Casinos?

by Trefis Team
The U.S. gaming industry has undergone a major change over the last few years, with the gamers shifting from physical software titles to digital gaming. On one hand, the new physical software sales dropped gradually, driven by lack of core titles...
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3 Key Trends Driving Our $11 Per Share Price Estimate For Petrobras

by Trefis Team
We recently revised our price estimate for Petroleo Brasileiro Petrobras (NYSE:PBR), also known as Petrobras, to $11 per share, which is around 14.5x our 2015 full-year diluted earnings per share (EPS) estimate of $0.76 for the company. Petrobras...
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In The Wake Of The Expedia-Ctrip Alliance, Priceline Further Increases Investments In Ctrip

by Trefis Team
Shortly after Expedia’s eLong divestiture and forging of a strategic alliance with Ctrip (NASDAQ:CTRP), Priceline (NASDAQ:PCLN) increased its investment on the Chinese online travel leader. On May 26th, Priceline announced that it will invest an ...
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Factors That Can Significantly Increase Our Valuation For Broadcom

by Trefis Team
A leading semiconductor provider for wired and wireless communications,  Broadcom (NASDAQ:BRCM) has seen continuous top line growth in the last five years, though its bottom line (net income) shrank from $1.08 billion in 2010 to $424 million in 2...
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Here’s Why a Takeover of Salesforce May Not Materialize

by Trefis Team
Salesforce.com (NYSE: CRM) is one of the largest software companies in the world and is the undisputed leader in the global cloud computing market. In late April, reports surfaced that Salesforce was entertaining takeover enquiries from one or mo...
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Here’s Why We Think Twitter Will Be Fairly Valued At $48.37

by Trefis Team
Twitter’s (NYSE:TWTR) stock has nosedived by more than 25% over the last one month on the earnings disappointment. Specifically, lower-than-expected monetization on some of the newer direct response ad products (ads that prompt users to tak...
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Here’s Why We Have Changed Monster Worldwide’s Price Estimate To $6.41

by Trefis Team
Monster Worldwide (NASDAQ:MWW) posted revenue of $184 million during the first quarter of 2015, which represented a 7% year-over-year decline. The revenue came in below our expectations due to currency headwinds  and challenges in the government ...
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Abercrombie & Fitch’s Business Transition Will Weigh On Its Q1 Results

by Trefis Team
Abercrombie & Fitch (NYSE:ANF) is scheduled to release it Q1 fiscal 2015 earnings on May 28th. Given its weak product portfolio, strategy of aggressively phasing out logo products and an industry-wide decline in foot traffic, we expect anothe...
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Catalysts For Bristol-Myers Squibb’s Stock

by Trefis Team
Bristol-Myers Squibb (NYSE:BMY) has been facing the impact of the decline in R&D productivity and the loss of patent protection on some drugs. This has continued in 2015 as Abilify has lost its patent protection this year. However,  the ramp ...
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Declining Video-Game Hardware Demand To Offset Growth In Software Sales For GameStop In Q1 2015

by Trefis Team
The U.S. video-game retailer, GameStop (NYSE:GME), is slated to release its first quarter (ended May 2) earnings report for the fiscal 2015 on May 28. After a dull Q4 of the fiscal 2014, the company might witness a year-over-year (y-o-y) increase...
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Costco Earnings Preview: Low Gas Prices & Currency Headwinds Expected To Slow Down Growth

by Trefis Team
Warehouse giant  Costco (NASDAQ:COST) is scheduled to release its Q3 fiscal 2015 earnings after-market hours on May 27. In its April sales update, the company said that its net sales for the 4-week period ended May 3 increased 2% year over year t...
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Tata Motors Earnings Review: Profits Decline At Both Jaguar Land Rover And The Standalone Business

by Trefis Team
As expected,  Tata Motors (NYSE:TTM) reported a weak set of financial results on May 26, weighed down by the large investments made by the group through its ‘transitional’ year, and also the adverse mark-to-market on unrealized hedges...
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Our Thoughts On The Time Warner Cable-Charter Merger

by Trefis Team
Time Warner Cable (NYSE:TWC) and Charter Communications (NASDAQ:CHTR) announced Tuesday that they have entered into a definitive agreement for Time Warner Cable to merge with Charter. Charter is a leading internet communications company and the f...
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The Strong U.S. Dollar Is Weighing On Harley-Davidson’s Financials

by Trefis Team
Harley-Davidson (NYSE:HOG) is going through a rough patch, not only because of the looming threat of an aging core population of Caucasian males, but also because of a strengthening dollar. The iconic manufacturer of heavyweight motorcycles carri...
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